We're sorry, but this activity is over. The last meeting was Thursday, November 2, 2023.
Learn how the provisional income calculation will determine how much of your Social Security benefits are taxable. We demonstrate the value of a ROTH IRA and how if used correctly can mitigate the taxation of your Social Security Benefits. Learn "Tax Bracket Harvesting" and how that is key to efficient ROTH IRA conversions. Also what happens when one spouse passes and the tax/ financial implications for surviving spouse is discussed. This is an education-only course provided by Robert Cox, RICP© CFF© “The Retirement Educator” a Retirement Strategies Specialist and Certified Financial Fiduciary